WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth
Category: Equity: Thematic-Consumption
Launch Date: 20-01-2026
AUM:
₹ 103.27 Cr
Expense Ratio
2.47%
Benchmark
NIFTY India Consumption TRI
ISIN
INF03VN01AE1
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Ramesh Mantri, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Piyush Baranwal, Mr. Ashish Agrawal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth | - | - | - |
| Nifty India Consumption TRI | -1.37 | 12.53 | 13.51 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.575
Last change
0.03 (0.282%)
Fund Size (AUM)
₹ 103.27 Cr
Performance
-4.33% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide long-term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in consumption and consumption related activities or allied sectors and/or are expected to benefit from the domestic consumption led demand. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Ramesh Mantri, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Piyush Baranwal, Mr. Ashish Agrawal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 7.61 |
| Nestle India Ltd | 7.6 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 6.07 |
| ZOMATO LIMITED EQ | 5.39 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 5.2 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.73 |
| Nexus Select Trust - REIT | 3.54 |
| Clearing Corporation of India Ltd | 3.34 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 2.84 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 2.59 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 27.42 |
| Consumer Services | 17.63 |
| Consumer Durables | 14.14 |
| Automobile and Auto Components | 11.64 |
| Telecommunication | 7.61 |
| Healthcare | 7.1 |
| Services | 2.39 |
| Financial Services | 1.64 |
| Chemicals | 1.35 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| WhiteOak Capital Consumption Opportunities Fund Reg Plan Gr | 0.0 |